Job Aid. Remote Access BAIRS Printing and Saving a Report. Table of Contents

Transcription

1 Remote Access BAIRS Printing and Saving a Report Table of Contents Remote Access BAIRS Printing a Report PDF HTML... 2 Remote Access BAIRS Printing a Report Export to PDF Interactive Reporting... 3 Remote Access BAIRS Printing a Report Print to PDF Interactive Reporting... 4 Remote Access BAIRS Printing a Report Printer HTML... 6 Remote Access BAIRS Printing a Report Printer Interactive Reporting... 7 Remote Access BAIRS Saving Custom Queries HTML... 8 Remote Access BAIRS Saving Custom Queries Interactive Reporting... 9 Page 1 of 9 Date Created: April 17, 2014

2 Remote Access BAIRS Printing a Report PDF HTML 1. You are accessing BAIRS remotely and you want to create a PDF of a BAIRS HTML report. From the header menu, select File, Print via PDF. At the bottom of the page, select the Save a Copy icon. Note: If you do not see the icons at the bottom of the page, move your mouse to the middle center of the page and they will appear. From the Save As pop up window, click on Computer and navigate to the location you wish to save the PDF. For example: 1) C: drive > Users > your name > Desktop (or folder) or 2) The network drive that your Desktop is on (for example H: drive for computers set up by CSS IT) or 3) Your shared drive 4. Select Save. NOTE: Do not select the option to save to Desktop as it will result in file being saved to the server s desktop, not the user s. 5. End of Procedure. Page 2 of 9 Date Created: April 17, 2014

3 Remote Access BAIRS Printing a Report Export to PDF Interactive Reporting 1. You are accessing BAIRS remotely and you want to create a PDF of a BAIRS Interactive Reporting report. From the header menu, select File, Export, Section. From the Export Section pop up window, select PDF in the drop down list, click on Computer and navigate to the location you wish to save the PDF. For example: 1) C: drive > Users > your name > Desktop (or folder) or 2) The network drive that your Desktop is on (for example H: drive for computers set up by CSS IT) or 3) Your shared drive Select Save. You can also export to Excel by selecting Excel in the drop down list. NOTE: Do not select the option to save to Desktop as it will result in file being saved to the server s desktop, not the user s. 4. The completed PDF will now be saved to your selected location. 5. End of Procedure. Page 3 of 9 Date Created: April 17, 2014

4 Remote Access BAIRS Printing a Report Print to PDF Interactive Reporting 1. You are accessing BAIRS remotely and you want to create a PDF of a BAIRS Interactive Reporting report. From the header menu, select File, Print. From the Print pop up window, select Adobe PDF in the drop down list and select OK. 4. From the Save As pop up window, click on Computer and navigate to the location you wish to save the PDF. For example: 1) C: drive > Users > your name > Desktop (or folder) or 2) The network drive that your Desktop is on (for example H: drive for computers set up by CSS IT) or 3) Your shared drive Select Save. NOTE: Do not select the option to save to Desktop as it will result in file being saved to the server s desktop, not the user s. Page 4 of 9 Date Created: April 17, 2014

5 A brief Adobe pop up window will display and automatically close once the process is complete The completed PDF will be displayed and will now be saved to your selected location. 7. End of Procedure. Page 5 of 9 Date Created: April 17, 2014

6 Remote Access BAIRS Printing a Report Printer HTML 1. You are accessing BAIRS remotely and you want to print a BAIRS HTML report. From the header menu, select File, Print via PDF. At the bottom of the page, select the Print icon. Note: If you do not see the icons at the bottom of the page, move your mouse to the middle center of the page and they will appear. From the Print pop up window, select the desired printer in the drop down list and select Print End of Procedure. Page 6 of 9 Date Created: April 17, 2014

7 Remote Access BAIRS Printing a Report Printer Interactive Reporting 1. You are accessing BAIRS remotely and you want to print a BAIRS Interactive Reporting report. From the header menu, select File, Print. From the Print pop up window, select the desired printer in the drop down list and select OK. 4. End of Procedure. Page 7 of 9 Date Created: April 17, 2014

8 Remote Access BAIRS Saving Custom Queries HTML 1. You are accessing BAIRS remotely and you have customized a BAIRS HTML query and want to save it. From the header menu, select File, Save As. From the Save As dialog box, navigate in the Look In field via Root/Users/ to the your User folder, edit the query Name and Description as needed, select Save 4. End of Procedure. Page 8 of 9 Date Created: April 17, 2014

9 Remote Access BAIRS Saving Custom Queries Interactive Reporting You are accessing BAIRS remotely and you have customized a BAIRS Interactive Reporting query and want to save 1. it. From the header menu, select File, Save to Repository As. NOTE: Do not select the option to save to Desktop as it will result in file being saved to the server s desktop, not the user s. From the Save As dialog box, navigate to the appropriate user s folder, edit the query Name and Description as needed, select Save. 4. End of Procedure. Page 9 of 9 Date Created: April 17, 2014